Bdo Wealth Advisors, LLC Closed Holding Positions

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
LBTYK
Liberty Global PLC

Communication Services
Q1 2021 Filed on May 14, 2021
626
$23.53 - $26.56 $14.7K - $16.6K
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
750
$122.45 - $155.12 $91.8K - $116K
SUN
Sunoco LP

Energy
Q1 2021 Filed on May 14, 2021
500
$28.61 - $33.0 $14.3K - $16.5K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q1 2021 Filed on May 14, 2021
2,079
$222.09 - $262.24 $462K - $545K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q1 2021 Filed on May 14, 2021
75
$166.63 - $200.8 $12.5K - $15.1K
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q1 2021 Filed on May 14, 2021
2,471
$202.31 - $262.15 $500K - $648K
Allianzgi Equity & Conv Inco
Q1 2021 Filed on May 14, 2021
425
N/A
PBFX
Pbf Logistics LP

Energy
Q1 2021 Filed on May 14, 2021
1,000
$9.26 - $14.86 $9.26K - $14.9K
BME
Black Rock Health Sciences Trust

Financial Services
Q1 2021 Filed on May 14, 2021
400
$44.61 - $50.31 $17.8K - $20.1K
CVI
Cvr Energy Inc

Energy
Q1 2021 Filed on May 14, 2021
250
$14.81 - $26.04 $3.7K - $6.51K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
46,712
$16.17 - $17.28 $755K - $807K
CWENA
Clearway Energy Inc Cl A
Q1 2021 Filed on May 14, 2021
7,345
N/A
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2021 Filed on May 14, 2021
1,726
$73.43 - $79.62 $127K - $137K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
52,614
$14.44 - $15.3 $760K - $805K
Cardtronics PLC
Q1 2021 Filed on May 14, 2021
29
N/A
CNMD
Conmed Corp

Healthcare
Q1 2021 Filed on May 14, 2021
9
$111.35 - $130.59 $1K - $1.18K
SJM
J M Smucker CO

Consumer Defensive
Q1 2021 Filed on May 14, 2021
54
$111.23 - $131.05 $6.01K - $7.08K
Longview Acquisition Corp
Q1 2021 Filed on May 14, 2021
250
N/A
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
7
$203.92 - $263.77 $1.43K - $1.85K
Lf Cap Acquisition Corp
Q1 2021 Filed on May 14, 2021
475
N/A
CWT
California Water Service Group

Utilities
Q1 2021 Filed on May 14, 2021
18
$52.59 - $60.27 $947 - $1.08K
INCY
Incyte Corp

Healthcare
Q1 2021 Filed on May 14, 2021
18
$76.02 - $100.5 $1.37K - $1.81K
NNOX
Nano X Imaging Ltd.

Healthcare
Q1 2021 Filed on May 14, 2021
350
$36.41 - $89.39 $12.7K - $31.3K
Quidel Corp
Q1 2021 Filed on May 14, 2021
10
N/A
ROL
Rollins Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
175
$31.9 - $41.51 $5.58K - $7.26K
Biotelemetry Inc
Q1 2021 Filed on May 14, 2021
15
N/A
PAAS
Pan American Silver Corp

Basic Materials
Q1 2021 Filed on May 14, 2021
22
$28.12 - $38.3 $619 - $843
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 14, 2021
50
$37.24 - $48.81 $1.86K - $2.44K
NVGS
Navigator Holdings Ltd.

Energy
Q1 2021 Filed on May 14, 2021
500
$8.85 - $11.58 $4.43K - $5.79K
BMI
Badger Meter Inc

Technology
Q1 2021 Filed on May 14, 2021
11
$90.88 - $109.55 $1K - $1.21K
ACA
Arcosa, Inc.

Industrials
Q1 2021 Filed on May 14, 2021
30
$53.89 - $68.23 $1.62K - $2.05K
GLT
Glatfelter Corp

Basic Materials
Q1 2021 Filed on May 14, 2021
42
$15.4 - $18.95 $647 - $796
EXLS
Exl Service Holdings, Inc.

Technology
Q1 2021 Filed on May 14, 2021
12
$76.68 - $94.93 $920 - $1.14K
GEN
Gen Digital Inc Com
Q1 2021 Filed on May 14, 2021
159
N/A
BFS
Saul Centers, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
250
$29.93 - $42.59 $7.48K - $10.6K
DSPG
Dsp Group, Inc.

Technology
Q1 2021 Filed on May 14, 2021
10
N/A
FELE
Franklin Electric CO Inc

Industrials
Q1 2021 Filed on May 14, 2021
23
$68.29 - $80.49 $1.57K - $1.85K
TRVG
Trivago N.V.

Communication Services
Q1 2021 Filed on May 14, 2021
1,500
$2.1 - $5.18 $3.15K - $7.77K
RKT
Rocket Companies, Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
745
$19.35 - $41.6 $14.4K - $31K
ACRX
Acelrx Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on May 14, 2021
1,000
$1.25 - $2.77 $1.25K - $2.77K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q1 2021 Filed on May 14, 2021
3,710
$51.0 - $51.08 $189K - $190K
HFRO
Highland Income Fund\Ma

Financial Services
Q1 2021 Filed on May 14, 2021
918
$10.11 - $11.13 $9.28K - $10.2K
DEA
Easterly Government Properties, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
20
$20.73 - $23.55 $415 - $471
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 14, 2021
1
N/A
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
35,994
$15.65 - $16.5 $563K - $594K
RBBN
Ribbon Communications Inc.

Communication Services
Q1 2021 Filed on May 14, 2021
525
$6.35 - $11.14 $3.33K - $5.85K
American Intl Group Inc
Q1 2021 Filed on May 14, 2021
27
N/A
MNP
Western Asset Municipal Partners Fund Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
36,000
$14.82 - $15.61 $534K - $562K
DGII
Digi International Inc

Technology
Q1 2021 Filed on May 14, 2021
13
$17.72 - $25.41 $230 - $330
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